Hi everyone, I’m trying to implement a matching solution in monday.com only — no external integrations allowed (no Make/Integromat, Zapier, API scripts, custom apps, or any third-party tools).
I have two boards:
Board A (requests) — each item has:
-
Min (number)
-
Max (number)
-
additional fields that must match Board B (e.g., Type / Region / Category / Status and possibly more)
Board B (options) — each item also has:
-
Min (number)
-
Max (number)
-
the same matching fields (Type / Region / Category / etc.)
What I need
For a given item in Board A, I need to find the items in Board B that match based on multiple criteria, including:
- Range overlap (dynamic ranges, can be large — up to millions):
Match when:
-
B.Min <= A.Maxand -
B.Max >= A.Min
- Additional exact matches (examples):
-
B.Type = A.Type -
B.Region = A.Region -
etc.
What I do NOT want / constraints
-
I do not want to connect Board A to all items in Board B first and then filter/validate.
-
Ranges are dynamic (not fixed buckets/tags).
-
Again: NO external integrations.
Question
Is there a way to do this inside monday.com only (including the new Workflows and/or AI blocks if needed), so that for an item on Board A I can get the list of matching items on Board B (or otherwise identify them)?
If yes, I’d appreciate the exact workflow/action/feature name and an example of how to configure the conditions.